PVWM
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Point View Wealth Management’s Viatris VTRS Stock Holding History

Point View Wealth Management’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$516K Buy
27,509
+12,202
+80% +$199K 0.21% 156
2020
Q3 		$227K Sell
15,307
-8,430
-36% -$135K 0.11% 225
2020
Q2 		$382K Sell
23,737
-46
-0.2% -$746 0.18% 164
2020
Q1 		$355K Buy
23,783
+91
+0.4% +$1.74K 0.19% 158
2019
Q4 		$476K Buy
23,692
+19
+0.1% +$354 0.2% 157
2019
Q3 		$468K Buy
23,673
+6,260
+36% +$123K 0.21% 151
2019
Q2 		$332K Buy
17,413
+3,099
+22% +$68.5K 0.14% 186
2019
Q1 		$406K Sell
14,314
-119
-0.8% -$3.47K 0.18% 158
2018
Q4 		$395K Buy
14,433
+524
+4% +$17K 0.2% 150
2018
Q3 		$509K Buy
13,909
+295
+2% +$11.1K 0.23% 144
2018
Q2 		$492K Sell
13,614
-442
-3% -$17.3K 0.23% 142
2018
Q1 		$579K Sell
14,056
-747
-5% -$31.8K 0.28% 124
2017
Q4 		$626K Buy
14,803
+426
+3% +$16.3K 0.3% 121
2017
Q3 		$452K Buy
14,377
+2,084
+17% +$70.7K 0.22% 149
2017
Q2 		$477K Buy
12,293
+1,718
+16% +$65.9K 0.23% 146
2017
Q1 		$412K Buy
10,575
+550
+5% +$22.2K 0.21% 150
2016
Q4 		$382K Sell
10,025
-3,310
-25% -$123K 0.22% 153
2016
Q3 		$508K Buy
13,335
+1,102
+9% +$49K 0.3% 118
2016
Q2 		$529K Sell
12,233
-194
-2% -$8.58K 0.32% 111
2016
Q1 		$576K Buy
12,427
+5,316
+75% +$257K 0.37% 103
2015
Q4 		$384K Sell
7,111
-2,200
-24% -$106K 0.28% 125
2015
Q3 		$375K Buy
9,311
+106
+1% +$5.91K 0.3% 116
2015
Q2 		$625K Sell
9,205
-137
-1% -$9.68K 0.49% 73
2015
Q1 		$554K Sell
9,342
-566
-6% -$32.3K 0.43% 85
2014
Q4 		$559K Sell
9,908
-1,015
-9% -$54.5K 0.42% 82
2014
Q3 		$497K Sell
10,923
-241
-2% -$11.7K 0.42% 86
2014
Q2 		$576K Sell
11,164
-139
-1% -$6.83K 0.5% 71
2014
Q1 		$552K Sell
11,303
-963
-8% -$46.8K 0.5% 73
2013
Q4 		$532K Buy
+12,266
New +$504K 0.51% 73

Other funds holding VTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Point View Wealth Management's VTRS Position: Q4 2020 in Review

Point View Wealth Management increased its Viatris (VTRS) stake by 80% in Q4 2020, buying an estimated $199K and bringing the position to 27,509 shares worth $516K. The position accounts for 0.21% of the portfolio, ranked #156.

Point View Wealth Management first reported a position in VTRS in Q4 2013 and has held it in 29 quarters since. The position peaked at $626K in Q4 2017. 1,206 funds tracked by Wall St. Rank hold VTRS as of Q4 2020.

  • Point View Wealth Management held 27,509 shares of Viatris worth $516K as of Q4 2020.
  • Point View Wealth Management bought 12,202 Viatris shares in Q4 2020, an estimated $199K.
  • Viatris made up 0.21% of Point View Wealth Management's portfolio in Q4 2020, its #156 holding.
  • Point View Wealth Management first reported a position in Viatris in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Viatris position peaked at $626K in Q4 2017.
  • 1,206 funds tracked by Wall St. Rank held Viatris as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.